OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
13.4%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 23.01M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
23.01M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCOTR | COM | 422.31K | SH | $107.18M 5.97% | 0.00 | 0.00 | 422.31K |
ISHARES TRSOLE | CORE S&P500 ETF | 125.18K | SH | $81.77M 4.56% | 0.00 | 0.00 | 125.18K |
EA SERIES TRUSTSOLE | BUFFERLABS US EQ | 1.05M | SH | $52.08M 2.90% | 0.00 | 0.00 | 1.05M |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 156.27K | SH | $50.13M 2.79% | 0.00 | 0.00 | 156.27K |
NVIDIA CORPORATIONSOLE | COM | 275.71K | SH | $48.08M 2.68% | 0.00 | 0.00 | 275.71K |
ISHARES INCSOLE | CORE MSCI EMKT | 531.49K | SH | $37.07M 2.07% | 0.00 | 0.00 | 531.49K |
WISDOMTREE TRSOLE | US LARGECAP FUND | 459.14K | SH | $31.27M 1.74% | 0.00 | 0.00 | 459.14K |
MICROSOFT CORPSOLE | COM | 81.09K | SH | $30.02M 1.67% | 0.00 | 0.00 | 81.09K |
J P MORGAN EXCHANGE TRADED FSOLE | INTRNL RES EQT | 364.35K | SH | $27.60M 1.54% | 0.00 | 0.00 | 364.35K |
ALPHABET INCSOLE | CAP STK CL A | 92.91K | SH | $26.72M 1.49% | 0.00 | 0.00 | 92.91K |
ALPHABET INCSOLE | CAP STK CL C | 89.81K | SH | $25.76M 1.44% | 0.00 | 0.00 | 89.81K |
SCHWAB STRATEGIC TROTR | INTL EQTY ETF | 1.02M | SH | $25.23M 1.41% | 0.00 | 0.00 | 1.02M |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 51.87K | SH | $24.86M 1.38% | 0.00 | 0.00 | 51.87K |
SPDR SERIES TRUSTOTR | STATE STREET SPD | 948.02K | SH | $24.29M 1.35% | 0.00 | 0.00 | 948.02K |
META PLATFORMS INCOTR | CL A | 41.95K | SH | $24.00M 1.34% | 0.00 | 0.00 | 41.95K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 325.89K | SH | $23.38M 1.30% | 0.00 | 0.00 | 325.89K |
ISHARES TRSOLE | CORE US AGGBD ET | 231.67K | SH | $23.00M 1.28% | 0.00 | 0.00 | 231.67K |
J P MORGAN EXCHANGE TRADED FSOLE | GLOBAL SEL EQUIT | 338.34K | SH | $22.08M 1.23% | 0.00 | 0.00 | 338.34K |
WISDOMTREE TROTR | YIELD ENHANCD US | 507.63K | SH | $22.06M 1.23% | 0.00 | 0.00 | 507.63K |
ISHARES TROTR | S&P 500 VAL ETF | 102.86K | SH | $21.72M 1.21% | 0.00 | 0.00 | 102.86K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 243.52K | SH | $20.58M 1.15% | 0.00 | 0.00 | 243.52K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 406.90K | SH | $19.16M 1.07% | 0.00 | 0.00 | 406.90K |
WALMART INCOTR | COM | 147.75K | SH | $18.36M 1.02% | 0.00 | 0.00 | 147.75K |
EXXON MOBIL CORPSOLE | COM | 105.13K | SH | $17.84M 0.99% | 0.00 | 0.00 | 105.13K |
ISHARES TRSOLE | CORE MSCI EAFE | 191.38K | SH | $17.33M 0.97% | 0.00 | 0.00 | 191.38K |